Reluctant value investor @PathDependency

SMID LO Consumer Joined March 2025

Tweets

2
Followers

60
Following

428
Likes

2K

hudsonrivertrout @senatorcheese

3 months ago

keyboard silence from podbois when a boomer LO PM asks CFO “what keeps you up at night?” is pure heaven. look of disgust from BAM guy ramping who just wants to know QTD trends, the newborn citadel associate who asks for 2q tax rate guidance. These are a few of my favorite things

17 17 700 82K 183

Hunter SPX Thompson ❎ @CoorsLightCEO

5 months ago

walter bloomberg over the past week

0 1 26 2K 0

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SibylCook @B7chEE9rG6I39

3 Followers 116 Following

BessDolly @uVkS61d85he21c

1 Followers 224 Following I’m not perfect but stories are always better with a touch of imperfection.

StaceyChesterton @hI915j23admJ36H

2 Followers 343 Following

Claire Malmgren @JoneSipho91374

32 Followers 1K Following

Olivier (Emerging Val... @ReturnsVJourney

28 Followers 811 Following The most complete coverage of Emerging markets, with DM long term holds as extra sauce picante https://t.co/fpdGQZYEpC

Sarah @miranda_sarah92

379 Followers 3K Following

AgnesByron @E944o5Q64Fq7OAe

4 Followers 229 Following

Look again. It’s just a burger. Relax. Enjoy. Appreciate every minute, because time is your most valuable asset, and by the way don’t judge people so quickly.

its a burger @MrWiseguy2020

390 Followers 5K Following Look again. It’s just a burger. Relax. Enjoy. Appreciate every minute, because time is your most valuable asset, and by the way don’t judge people so quickly.

Send your requests for a private $ession straight to my DMs. I’ll listen to your problems and make you feel better about your average penis size.

DrMilfy @DrMilfy

193 Followers 6K Following Send your requests for a private $ession straight to my DMs. I’ll listen to your problems and make you feel better about your average penis size.

Josephine @Tefar0544006

38 Followers 2K Following Like to talk Do not hold any investment products

Phoebe @Aldrijau975620

12 Followers 926 Following Self-love is the best love.

third world capital @thirdworldcap

97 Followers 350 Following L/O financials analyst, prev sellside grunt

Ycoorweaf @Ycoorweaf99804

9 Followers 1K Following

FCF_Machine🇺🇸 @Gokieb896412

21 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

TechSupercycle🇺�... @Vadawl3941268

47 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

KTW @KTW_HoVac

65 Followers 623 Following

Eavwawortes @Eavwawortes095

17 Followers 1K Following

LeBron's Ex-Hedge Fun... @lebron_ex

2K Followers 1K Following Interested in Stonks.

Fierce_beast @Fierce__beast

1K Followers 2K Following nyc based. looking for l/s seat

Hvntting @hvntting

497 Followers 6K Following

Maku Capital @Maku_Capital

222 Followers 1K Following Glass Half Full.

former IB & MF PE | now: trying to pull off a new roll-up strategy | adult chess improver (3 yrs in / 2300 rapid chesscom / 2100 blitz chesscom / 1700 USCF)

scrape 2025 @nerdcircus_

5K Followers 984 Following former IB & MF PE | now: trying to pull off a new roll-up strategy | adult chess improver (3 yrs in / 2300 rapid chesscom / 2100 blitz chesscom / 1700 USCF)

Magic City Capital @normalizedfcf

388 Followers 388 Following FO L/S I don't talk much abt stocks on here

HF Analyst: Special Sits & Opportunistic Credit. Cross-capital structure, public and private dislocations. Contrary to my name, I rarely employ leverage…

Levered to the Tits @mammaryLBO

579 Followers 579 Following HF Analyst: Special Sits & Opportunistic Credit. Cross-capital structure, public and private dislocations. Contrary to my name, I rarely employ leverage…

speculator in complex adaptive systems. single names mentioned are only in my personal account. not investment advice.

Ye-shiva Westberg @sj_xxxxxxx

1K Followers 3K Following speculator in complex adaptive systems. single names mentioned are only in my personal account. not investment advice.

acquelineMalory @93VWK8ATkJeRV4E

0 Followers 953 Following

Toad @rich__toad

51 Followers 3K Following 🏆Career advisor for equity research | 🐐Profiling investors & founders | 📺Featured on Bloomberg

A S @s_nav123

797 Followers 1K Following …

Ycieemauk @Ycieemauk63483

11 Followers 1K Following

Slapshot Capital @slapshotcapital

470 Followers 307 Following Consumer L/S Tourist + NY Rangers.

VolatilityQuant🇺�... @Usouaunal4591

43 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

Jorvui @Jorvui212944

29 Followers 1K Following

NasdaqWhispers🇺�... @Acaaudi11063

39 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

Kevin Gates Capital (... @kevingatestan69

1K Followers 349 Following hedge fund hooligan / tech L/S

NasdaqWhispers🇺�... @Mejout967

29 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

Herbstsonne @Finat409

64 Followers 1K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

ACap @continu8n_funds

41 Followers 186 Following

NasdaqWhispers🇺�... @Eexuige6437860

57 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

DividendHunter🇺�... @Whoru659648

32 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

CupAndHandleX🇺🇸 @Yluna996

42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

StockMoverNews🇺�... @Derta4157

60 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

RSI_Alerts🇺🇸 @Alxieigeat6911

33 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

MoatsOnly🇺🇸 @Ybaleema79149

39 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

Upper Deck Capital @UpperDeckCap

1K Followers 804 Following occasional provider of adverse selection. generally a generalist.

l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.

CrosscheckC @CrosscheckC

5K Followers 4K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.

TanukiResearch @TanukiResearch

624 Followers 215 Following Long-short generalist, on the literal beach, maybe looking for my next gig, shitposting ideas.

Hiroo Onoda @onodacapital1

2K Followers 571 Following Lieutenant Onoda but for the War on Grifters. Former @onodacapital before i offended Elmo

Change is where money is made. Inflections leave footprints under the surface across industries before they hit headlines.
Context, not predictions.

Inflection Insight @InflectionSight

5 Followers 105 Following Change is where money is made. Inflections leave footprints under the surface across industries before they hit headlines. Context, not predictions.

Ian Bezek @lrbezek

4 Followers 64 Following Investor. Former hedge fund analyst – Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.

Blueberry Capital @blubercap

164 Followers 400 Following Bluebs & Tech Stocks. Probably undiagnosed.

UKMTO Operations Cent... @UK_MTO

31K Followers 0 Following Official X account for UKMTO Operations Centre

Snorlax @SnorlaxCapital

183 Followers 524 Following Sleepy L/S

Fundamental LT secular investor.CRWD/MELI/SNOW/ZS/DDOG/NU/NET/RBRK/DLO/GLBE. I invest in 20%+ growers, #1 Co in sector, pick&shovel.. 8 yr in market. 30YO

Frank Slootman’s Ab... @davey_juice

5K Followers 432 Following Fundamental LT secular investor.CRWD/MELI/SNOW/ZS/DDOG/NU/NET/RBRK/DLO/GLBE. I invest in 20%+ growers, #1 Co in sector, pick&shovel.. 8 yr in market. 30YO

Ulysses @ulyssescapital

871 Followers 163 Following Industrial-focused PM based in Switzerland. Real men own toll roads and niche oligopolies.

Olivier (Emerging Val... @ReturnsVJourney

28 Followers 811 Following The most complete coverage of Emerging markets, with DM long term holds as extra sauce picante https://t.co/fpdGQZYEpC

Plum Capital @Plum_Capital

7K Followers 1K Following Investment Analyst

Jaguar Capital @cmo040958

182 Followers 433 Following 🇧🇷 🇺🇸/ Former Investment Banking and Private Equity. Industrials L/O Public Equities. Not financial advice.

vol @volcrushed

1K Followers 730 Following Consumer retail

Kreuzmann @Kreuzmann13

9K Followers 625 Following Trying to know every stock in the Micro-Cap space and write about best opportunities on my blog https://t.co/RH2vcAmMT2

carlo cannell @jcarlocannell

619 Followers 296 Following

Otis Capital @otiscap

575 Followers 1K Following love tweeting about finance. long - term investor in compounders that also writes options.

M Wahdy @MRWahdy

800 Followers 611 Following Building the best tech long/short investment firm at @wahdycapital. SF based, love to run. Views are not advice.

Third Floor Capital @3rdFloorCapital

1K Followers 451 Following rx/credit/biotech

LongTermValue @LTVcapital

1K Followers 1K Following Buy-Side Equity Analyst & 🏀 junky

shrexy jazz bee with A LOT of thots & questions, often about @grillospickles | A series of hermeneutical injustices | sincerity = cool

Michael? @MichaelBBenson

369 Followers 360 Following shrexy jazz bee with A LOT of thots & questions, often about @grillospickles | A series of hermeneutical injustices | sincerity = cool

third world capital @thirdworldcap

97 Followers 350 Following L/O financials analyst, prev sellside grunt

Gregory Blotnick @gregoryblotnick

4K Followers 73 Following c'est la guerre. prev @citadel @schonfeld @columbia_biz /// "Man cannot remake himself without suffering, for he is both the marble and the sculptor."

Investing Is Hard Pod... @InvestIsHardPod

222 Followers 78 Following Podcast about what goes wrong in investing.

Wall Street Gossip @WallStRollup

18K Followers 32 Following A @HighYieldHarry brand. Gossip Central for the Wall Street community. 77k Investors read our free Finance Newsletter @TheWallStRollup

Hedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE*

Jared L Kubin @JaredKubin

14K Followers 4K Following Hedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE*

Nit Ko @CompoundKFC

160 Followers 610 Following Code and stocks

Northwest Frontier Ca... @NWFCapital

288 Followers 340 Following All-Cap Global investing, nowhere near the efficient frontier. Definitely not investment advice

The behavior of the individual matters more than the behavior of stocks. The meta‑game: the decisions behind the decisions. How do you evaluate the evaluator?

Fund_GM @Fund_CDM

1K Followers 400 Following The behavior of the individual matters more than the behavior of stocks. The meta‑game: the decisions behind the decisions. How do you evaluate the evaluator?

m. stanfield @resetbasis

40K Followers 2K Following affordable housing. rubber mallet capital. https://t.co/N6472uJdVp

100% value, frozen concentrate with added ingredients, former l/s analyst; dispassionately observing and quantifying reality

Ice Juice Capital @IceJuiceCapital

283 Followers 355 Following 100% value, frozen concentrate with added ingredients, former l/s analyst; dispassionately observing and quantifying reality

Kingdom Capital @kingdomcapadv

11K Followers 699 Following Opinions on stocks, which are not investment advice.

Kylito @OFFamilyOffice

1K Followers 678 Following Baseball, Investing, Memes 🇺🇸 🍿

Long-time buy-side pro musing about small-cap stocks, markets, and Wall St experience from the inside. Tweets are NOT financial advice. Do your own work.

SmallCapKing @SmallCapKing2

4K Followers 110 Following Long-time buy-side pro musing about small-cap stocks, markets, and Wall St experience from the inside. Tweets are NOT financial advice. Do your own work.

CPG WIRE @cpgwire

11K Followers 2K Following Curated CPG News | The Latest in Food, Beverage, Alcohol, and Cosmetics | Newsletter Published 3x Per Week 👇

Value_econ @Value_econ

478 Followers 99 Following ~ long and swing trades. ~ value-investing. ~ VAP econ/law. ~ phd econ. ~ early vc stuff

Newmoon Capital @NewmoonCap

10K Followers 1K Following Credit | Ex-L/S, PE

Sgt. Pepper's Capital @SgtPepperCap

291 Followers 553 Following Founder, owner, CEO and CIO of this Twitter account

Flash Capital @Flash_Capital_

1K Followers 5K Following In this Flash Note, we reiterate the stock as a Top Pick. Concentrated LO. Formerly L/S. DYODD.

52 Week Low @fiftytwoweeklow

343 Followers 2K Following

scuttleblurb @scuttleblurb

25K Followers 693 Following investor.

Rich Royce @RRoyceNYC

318 Followers 609 Following L/S equities | sapere aude

pollo @fignewtonfan69

296 Followers 119 Following unfortunately I still work in m&a

LeBron's Ex-Hedge Fun... @lebron_ex

2K Followers 1K Following Interested in Stonks.

Vinny Daniel @Vinny_Daniel0

6K Followers 2K Following Finance, anecdotes, and random musings | Defi ETH & RWAs as a hobby | Not the Real Vincent Daniel

Fierce_beast @Fierce__beast

1K Followers 2K Following nyc based. looking for l/s seat

A Research Guy @aresearchguy

1K Followers 206 Following Portfolio Manager | Individual Securities | Know what you own

Jaded FinTech PM | White shoes, ABC pants, and a mint puff bar | 6 feet tall (pre-haircut) | Interests include birth control and gut health

East Village Guy @eastvillageguy

30K Followers 2K Following Jaded FinTech PM | White shoes, ABC pants, and a mint puff bar | 6 feet tall (pre-haircut) | Interests include birth control and gut health